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Vanguard Short-Term Bond ETF

1,160 hedge funds and large institutions have $27B invested in Vanguard Short-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 442 increasing their positions, 461 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

0% less funds holding

Funds holding: 1,1651,160 (-5)

0.5% less ownership

Funds ownership: 72.41%71.91% (-0.5%)

1% less funds holding in top 10

Funds holding in top 10: 156155 (-1)

4% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 461

11% less capital invested

Capital invested by funds: $30.3B → $27B (-$3.36B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
1,160
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.29%
Holding in Top 10
155
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.64%
% of All Funds
2.44%
New
98
Increased
442
Reduced
461
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
Aletheian Wealth Advisors
Washington
$1.32M +$101K +1,274 +8%
LF
577
LifeSteps Financial
California
$1.3M -$82.6K -1,040 -6%
LW
578
Linscomb Wealth
Texas
$1.3M +$22.1K +279 +2%
IC
579
IEQ Capital
California
$1.29M +$694K +8,745 +112%
IFG
580
Independent Financial Group
California
$1.29M -$106K -1,333 -7%
EP
581
Eudaimonia Partners
Tennessee
$1.28M +$1.31M +16,482 New
JFGIW
582
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M -$1.92M -24,222 -60%
FT
583
Fiduciary Trust
Massachusetts
$1.28M +$1.31M +16,450 New
OPA
584
Old Port Advisors
Maine
$1.27M +$661K +8,324 +103%
NRI
585
NFP Retirement Inc
California
$1.26M +$1.28M +16,156 New
3LCM
586
3D/L Capital Management
Connecticut
$1.25M +$284K +3,574 +29%
RWP
587
RWA Wealth Partners
Massachusetts
$1.25M -$384K -4,841 -23%
OLA
588
Oliver Luxxe Assets
New Jersey
$1.24M -$403K -5,078 -24%
SW
589
StrongBox Wealth
Missouri
$1.23M -$2.06M -25,970 -62%
TCBWMS
590
Texas Capital Bank Wealth Management Services
Texas
$1.23M +$1.03M +12,997 +464%
MWM
591
Maripau Wealth Management
Indiana
$1.22M +$24.8K +313 +2%
LRWA
592
Long Run Wealth Advisors
New York
$1.22M
MFA
593
McClarren Financial Advisors
Pennsylvania
$1.21M +$1.99K +25 +0.2%
CWR
594
Chico Wealth RIA
California
$1.21M +$1.23M +15,552 New
AFAS
595
Acorn Financial Advisory Services
Virginia
$1.19M +$160K +2,014 +15%
GWA
596
Gibson Wealth Advisors
Texas
$1.19M -$27.1K -342 -2%
BFA
597
Beacon Financial Advisory
Ohio
$1.19M +$21.3K +268 +2%
BWM
598
BerganKDV Wealth Management
Minnesota
$1.18M +$43.1K +543 +4%
WFA
599
Wellspring Financial Advisors
Ohio
$1.18M -$560K -7,055 -32%
USCWA
600
U.S. Capital Wealth Advisors
Texas
$1.18M -$3.73K -47 -0.3%

BSV Hedge Fund Activity: Q1 2022 in Review

1,160 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2022, worth a combined $27B — down 11% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BSV positions and 90 closed out — a net gain of 8 holders — while 442 added to existing stakes and 461 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $494M. The largest seller was JP Morgan Chase, cutting an estimated $3.99B.

  • 1,160 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,165 in Q4 2021.
  • Funds reported $27B of Vanguard Short-Term Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2022 and 90 closed out, a net change of +8 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $494M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $3.99B sold.

Based on aggregated 13F filings for Q1 2022.